Document Specialist (Familiarity with US Tax)

Position Summary - The Document Specialist manages incoming client documents. The role involves sorting, reviewing, renaming, and uploading files to the correct client cases accurately and on time.

Duties and Responsibilities

• Reviews incoming documents for clarity and completeness
• Identifies document types by tax year, date, or form
• Splits, sorts, and renames files according to internal naming conventions
• Matches documents to the correct client case and uploads them in Logics
• Flags urgent notices and deadlines for immediate escalation
• Notifies the appropriate departments when critical documents are received
• Responds to internal emails regarding missing or incoming documents

Requirements

• Minimum typing speed of 50 WPM
• Comfort with technology and ability to learn new software quickly
• Strong written and verbal English communication skills
• High attention to detail
• Ability to adapt to changing priorities in a fast-paced environment
• Positive, collaborative attitude

Preferred Qualifications

• 1+ years of experience in data entry, administrative, clerical, or document management roles
• Familiarity with tax forms, financial records, or legal documents
• Expereince with Adobe, Logics, google suite